Sequent Planning LLC Acquires 84 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Sequent Planning LLC grew its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 6.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,371 shares of the company’s stock after buying an additional 84 shares during the quarter. Sequent Planning LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $244,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the business. Meridian Wealth Partners LLC grew its stake in shares of iShares MSCI USA Quality Factor ETF by 1.2% during the fourth quarter. Meridian Wealth Partners LLC now owns 110,758 shares of the company’s stock valued at $19,724,000 after buying an additional 1,260 shares during the last quarter. LPL Financial LLC grew its stake in shares of iShares MSCI USA Quality Factor ETF by 14.5% during the fourth quarter. LPL Financial LLC now owns 16,867,820 shares of the company’s stock valued at $3,003,821,000 after buying an additional 2,141,996 shares during the last quarter. Mosley Wealth Management grew its stake in shares of iShares MSCI USA Quality Factor ETF by 7.0% during the fourth quarter. Mosley Wealth Management now owns 19,706 shares of the company’s stock valued at $3,609,000 after buying an additional 1,284 shares during the last quarter. Fortis Capital Management LLC grew its stake in shares of iShares MSCI USA Quality Factor ETF by 0.3% during the fourth quarter. Fortis Capital Management LLC now owns 24,494 shares of the company’s stock valued at $4,362,000 after buying an additional 73 shares during the last quarter. Finally, Oxford Financial Group LTD. LLC boosted its holdings in shares of iShares MSCI USA Quality Factor ETF by 48.0% in the fourth quarter. Oxford Financial Group LTD. LLC now owns 5,361 shares of the company’s stock valued at $955,000 after purchasing an additional 1,739 shares during the period.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of BATS QUAL opened at $171.60 on Monday. The firm has a market capitalization of $48.71 billion, a price-to-earnings ratio of 26.45 and a beta of 1.04. The stock has a 50 day moving average price of $179.96 and a 200 day moving average price of $180.29. iShares MSCI USA Quality Factor ETF has a 52-week low of $154.17 and a 52-week high of $187.26.

iShares MSCI USA Quality Factor ETF Profile

The iShares MSCI USA Quality Factor ETF (QUAL) is an exchange-traded fund that is based on the MSCI USA Sector Neutral Quality index. The fund tracks an index of US large- and mid-cap stocks, selected and weighted by high ROE, stable earnings growth and low debt\u002Fequity, relative to peers in each sector.